Download Cradlepoint Escape Specifications

VERSION
01
HART ID = 233-01
SYSTEM
INVENTORY MANAGER’S REFERENCE
MANUAL FOR
PAGE
RECEIVE COMPONENTS & SUPPLIES ·················· 1
STORE PREPARATION ······································· 3
PLACING THE HART STICKERS ··························· 4
KEY STICKER RANGE ········································ 7
SET UP ACCESS POINTS ··································· 9
HART DEVICE ················································· 11
SET UP SCANNERS ········································· 13
INVENTORY PROCEDURES ······························ 15
HOW TO ACCESS REPORTS ····························· 24
REPORT DESCRIPTIONS·································· 25
CLOSE THE INVENTORY ·································· 28
DOWNLOAD INVENTORY COUNT/IMPORT FILES 30
SHIP EQUIPMENT ············································ 32
TRAINING GUIDE ············································· 33
EXHIBITS
Copyright 2014 by Hart Systems, LLC
RECEIVE COMPONENTS/SUPPLIES
You will receive one equipment box containing all of the necessary components for
Inventory.
 The box will be sealed with tape. Cut the tape with a knife, do not rip tape off.
 When opening the box, be careful. Try not to rip or damage the box. You will use the
same box to return the components to Hart Systems.
 Inside one equipment box, you will find:
○ (5) Scanners
○ (1) Access Point labeled “PRIMARY”
○ (1) Access Point labeled “SECONDARY”
○ (2) Additional Batteries.
○ (3) Scanner chargers - Hart strongly recommends charging all of the scanners
before inventory
NOTE: The scanners will have 15+ hours of battery life. However, if you need to change
a battery during Inventory, place the discharged battery in the plastic bag
provided and return to Hart along with the equipment.
DO NOT THROW THE BATTERIES OUT.
 Remove the Scanners from the foam insert, then remove the foam insert itself and
continue with the following “layers”.
You will also receive:
 A Customer Service Survey. Please complete the survey at the end of Inventory, and
include it in the equipment boxes returned to Hart Systems.
 A Shipping Instructions envelope, containing labels and documents used to ship the
box back to Hart Systems when the inventory is complete.
 The Shipping Envelope is located in the clear, plastic pouch affixed to the inside
“lid” of the equipment box.
 To ensure the return paperwork is not misplaced, leave the envelope in the
pouch until you are ready to ship back your equipment.
Page 1
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Hart Systems also sends (1) supply packet. The supply packet arrives approximately (3)
days before your Inventory.
Inside the supply packet, you will find:
 Sticker sheets
 Scanner Quick Reference Guides
 Manager’s Reference Manual (you are reading this now)
 Equipment movement instructions flyer
 Hart Control ID Bar Code - you will need this form to set-up the scanners for your
store.
 (1) Internet Password flyer. You will use this flyer to access Inventory reports and
functions via the Hart Website.
If any of the equipment or supplies are missing,
contact Hart Client Care immediately at 800-252-2818.
Page 2
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STORE PREPARATION
DO WHATEVER YOU CAN TO SPEED UP THE SCANNING.
 Make sure that all fixtures are neat and that the merchandise is arranged in a uniform
manner.
 Organize and clean the store to ensure that all items are clearly marked and in their
proper locations.
 Check that all merchandise has a scannable ticket.
 Be sure that all displays are accounted for.
 Double check for merchandise in out of the way nooks and crannies - the stockroom,
behind registers. Please make sure all merchandise is ready to be counted.
FIXTURE CONTROL LOG
When conducting an inventory, it is necessary to track where the stickers were placed. The
best method to assist in tracking the stickers is the Fixture Sticker Control Log:
 Hart Systems provides the “Fixture Sticker Control Log (Form 001) to assist in
recording the placement of the stickers.
 You will record the range of stickers used in each area of your store.
Page 3
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PLACING THE HART STICKERS
You will be using HART STICKERS to control the fixtures on the Floor Plan.
 The stickers are attached to Fixture Sticker Sheets.
There are 30
removable stickers on each sheet, which means there are 30 sticker
numbers on each sheet.
 Each sticker has a pre-printed 9-digit control number; the first 4 digits are
the “series”; the next 4 digits (in parentheses) are the “Sticker Number”; the
last digit is a control check-digit.
 For
the most part,
4-digit Sticker number.
you
will
only
be
concerned
with
the
 The Sticker Number is always 4 digits long. This 4-digit number is part of
the control number and is always printed separately on the sticker, in the
box labeled STICKER NO. The first three numbers are the “page” number
and the fourth number is the sequence of the sticker on the page (0-9).
There are always three “pages” (set up as columns) to a sheet of
stickers.
 The picture below is an example of a Hart Sticker. On the sample sticker
below, the 9-digit control number is 3003(956-0)1; 3003 is the series, 956-0
is the Sticker Number and 1 is the check-digit.
 The sticker includes a scannable bar code and boxes for recording
information. After a sticker has been ended, the scanner will remind the
user to write their Initials in Box 1 (“Scanned By”); DO NOT write your
final count on the sticker.
Page 4
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PLACING THE HART STICKERS - Con’t
HART TRAINING STICKERS
 Exhibit B in this guide contains one “sheet” of Training Stickers. These stickers are
only to be used for Training - never use these for Live inventory.
 The system can identify these stickers as Training Stickers and it will not include the
inventory data scanned on them in your final results.
 You can identify Training Stickers in two ways.
 First, they are PINK in color (you will never receive pink stickers for Live inventory);
 Second, the series number is always 3347.
When stickering your store:
 The stickers MUST be in place on your fixtures BEFORE scanning begins.
 Utilize no more than TWO (2) persons to place the stickers - the Inventory Lead who
will record the sticker numbers on to the Floor Map or Fixture Log, and another key
employee to place the stickers on the fixtures.
 DO NOT SKIP OR SEPARATE THE STICKER SHEETS.
 Every sticker must be accounted for. Separating the sticker sheets will create large
gaps of “missing” stickers.
 Start with the very first sticker on the first sheet and work your way down the first
column.
 Continue on to the top of the second column, working your way down then on to the
third column of stickers.
 Once a sheet of stickers have been used, continue on to the very next sheet.
 Save the used sticker sheets. The 4-digit sticker number and 9-digit control number
appear on the sheets. This will aid you when keying your sticker ranges.
 Never destroy or throw away any stickers. Every sticker must be accounted for. If a
sticker becomes torn, use scotch tape to repair the sticker. If the bar code on the sticker
is unscannable, the sticker number can be key-entered.
Page 5
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 The employees will be scanning from left to right as they move from one sticker to
another.
 They will scan a sticker, scan all of the merchandise associated with that sticker, end
the sticker, and then scan the next sticker.
 Place the stickers so that it will be easy to see where one sticker ends and the
next sticker begins.
 Section Markers (“red flags”) can be used to aid with this.
 Some fixtures will require more than one sticker. The number of stickers is usually
determined by the amount of merchandise on the fixture or the size of the fixture.
 In general, the more stickers that are used, the better. There should be at least
one sticker for each display or fixture. As a best practice, do not have more than 50
items in a fixture.
 As you walk through the store, make sure that all of the merchandise to be counted
has been assigned a sticker. It should be fairly easy to see what merchandise is
assigned to a sticker.
 If you discover a fixture that does not have a sticker on it, use your leftover stickers. Be
sure to use the very next sticker after the last sticker number that was used. This sticker
must be recorded on the Floor Plan.
SECTION MARKERS
 Section Markers are the pads of “red flags” that you received with your supplies. They
can be used to (a) create clear section breaks and (b) identify each completed sticker.
a. To create clear section breaks, place the Section Marker on the fixture where you
want the section break to be.
b. To identify completed stickers, place the Section Marker over the bar code on the
fixture sticker when the sticker has been completed. This will not only be a visual
aid in seeing what stickers have been scanned, but will prevent another
employee from re-scanning stickers in error.
Page 6
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KEY STICKER RANGE
 Before or during the inventory, you will need to key the range of stickers that were
used in the store. This will be done via the Hart web site.
1. Log onto www.hartsystems.com.
2. Click on the “Client Login” button
, on the upper right side of the screen.
3. Enter your User Name and Password (both entries must be in lowercase) and press
ENTER or click on the OK button.
 User Name: hx23301
 Password: srce0489
4. Click in the “Enter Store Number” field and enter your store number.
5. Press TAB to advance to the “Enter Password” field.
password and press ENTER or click on the OK button.
Enter your store-specific
 Your Store-specific Password will be provided to you prior to your inventory, via a
flyer found with your inventory equipment and supplies.
6. You will now be connected to the “Inventory Overview” for your store. Click on
Inventory Functions from the menu bar.
7. Click on “Enter Sticker Ranges”.
 You will key a separate sticker range for each area of your store (Backroom,
Sales Floor). You can key up to 5 individual ranges per Area.
8. At the field labeled “Starting Sticker”, key the 9-digit sticker control number of the very
FIRST sticker placed in the area you are keying and press the TAB key.
9. Next, at the field labeled “Ending Sticker”, key the 9-digit sticker control number of the
very LAST sticker placed in the area you are keying, and click OK.
 Press TAB to enter the remaining range(s).
10. When finished entering the range(s), click OK.
11. A confirmation screen will be displayed to indicate that the range(s) have been
accepted. Click OK.
NOTE: If the range entered was not accepted, an error message will be displayed
and the range should be checked and re-entered.
Page 7
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12. When you have completed entering the sticker range(s), click CLOSE.
During the inventory, you will be able to modify the Sticker Range(s) based on
additions and deletions of sticker numbers used.
 Each time the Sticker Range is modified, follow the instructions outlined in this
section to adjust the existing range via the Hart web site.
 Example of a Hart Sticker:
4-Digit Sticker Number
9-Digit Sticker Control Number
Page 8
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SET UP ACCESS POINTS
WiFi Connectivity Overview
The Hart Systems NexGen Inventory System provides instant communications at the end
of each sticker. The Internet reports are updated in real-time.
Each location was provided two Access Points. One Access Point should provide sufficient
coverage for Inventory. The other access point can be used to provide additional
coverage. If you use both Access Points, please keep them at least 150 feet apart
from each other.
The Access Point is connected into the designated Network port in your store. The user
needs to simply plug the access point into the port.
VERY IMPORTANT!!!
1. If used, do not place the secondary access point too close to the primary. Also,
Do not plug the secondary access point into any Ethernet/Network port.
The CradlePoint router (“Access Point”) will be connected to your existing network
connection.
To set-up the Access Point:
1. Clear a flat surface area with access to a power outlet and your Juniper router.
2. Place the following items in the area:
 Access Point labeled “PRIMARY”
 Scanners
 Hart Control ID
3. Connect the power adapter for the PRIMARY Access Point into the port on the back
and then plug into an available outlet.
4. Insert one end of the Ethernet cord into the blue port on the back of the access point
Power Switch
Blue Port
Power Adapter Port
5. Insert the other end of the Ethernet cord directly into port 2 of your Juniper router.
Page 9
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6. Once the Access Point has been connected to the power outlet and your Network port,
the Power Status (green), Wireless indicator (blue), and WAN Status (blue) should be lit
(see below).
WAN Status
Power
Wireless
The access point is now ready to use!
 The Access Point must be connected in order to transmit. Remember to connect
the access point before testing communication with the scanners or scanning
any live Inventory data.
7. Plug the access point labeled SECONDARY into any power outlet on the Sales Floor.
Do not connect the Secondary Access Point to a Network port.
8. Place the Secondary unit in a central location on your Sales Floor. This will maximize
the coverage during inventory.
9. Once the secondary unit has been plugged in and connects with the Primary access
point, the Power Status (green), and Wireless indicator (green) should be lit (see
below).
Power
Wireless
Remember: The Primary access point must be connected to your Juniper router and
fully operational for the Secondary access point to work.
VERY IMPORTANT!!!
1.
Do not place a secondary access point too close to the primary. This will not
increase the range of coverage.
2.
Do not connect a the Secondary access point to a Network port.
If you cannot establish a connection with the Access
Point, contact Hart Client Care for assistance.
800-252-2818
Page 10
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HART DEVICE - IMPORTANT KEYS
Auxiliary
Scan Button
Auxiliary
Scan Button
“ESC”
“SCAN”
Used to clear an
entire field.
Press to scan
bar codes.
“BKSP”
“ENTER”
Used to clear an
entry, one position
at a time.
Used to accept
all entries.
(Power Key)
Used to power
the scanner
on and off.
FUNC (Function) Key
= Increases screen brightness.
= Decreases screen brightness.
= Increases volume.
= Decreases volume.
Page 11
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HART DEVICE - SCREEN LEGEND
Pending Stickers Indicator
P = Scanner contains
stickers to be
transmitted to Hart.
Store#
Employee
Battery
Strength
Signal
Strength
Alpha/Numeric
Indicator
1 = Numeric
A = Alpha, UPPER
a = Alpha, lower
Page 12
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SET UP SCANNERS
 Now that the access points are up and running, you can
start registering the scanners.
Set Up Scanners:
1. Scan the Hart Control ID bar code.
2. Key your Store Number and press ENT (Enter).
3. Click Yes to continue; the scanners will register shortly
after pressing Yes.
4. The “ENTER EMPLOYEE ID” screen will be displayed Registration is complete.
5. Repeat steps 1 and 2 for all scanners.
6. Verify the Scanners have Registered Successfully:
 After pressing “Continue”, the “P” should disappear
from the bottom of the screen.
 If the “P” still appears, it could mean your Access
Point is not connected, or the Scanners are out of
range of the access point.
Page 13
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Set Language:
The scanners are received set to “English” language. To set the scanner for another
language:
 From the Enter Employee ID screen, press the Menu button on the scanner
TouchScreen.
 Select “Language” from the pop-up menu that appears.
 From the second pop-up menu that appears, select the preferred language:
 English (Default)
 French (Canada)
Page 14
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INVENTORY PROCEDURES
REMEMBER: The Access Point must be plugged in and
connected BEFORE scanning begins.
SET EMPLOYEE ID
Key the 5 digit Employee ID and press ENT
(Enter).
START A STICKER
After entering the Employee ID, scan the Hart
Sticker.
Page 15
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SCAN TICKETS
1. After scanning the Hart sticker, you must
scan or key the bar codes for all of the
merchandise on that fixture.
 A quantity of one (1) will automatically be
accepted.
 Multiple
entered.
quantities
CAN
be
keyed
○ The MAXIMUM quantity allowed is
999.
○ Quantities of 100 or more, as well as
same, double-digit quantities (11, 22,
33, . . . ) will require verification.
○ If a quantity is not entered, the
scanner will automatically accept a
quantity of 1.
2. If the scanner makes a “special” sound,
Follow the instructions on the scanner
screen.
All special messages can be
acknowledged by pressing ENT (Enter).
Page 16
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INVENTORY PROCEDURES - Con’t
NOT ON FILE BAR CODES
1. The scanner will alert you if a scanned item
(bar code) or keyed item (SKU) is not on
the Master File.
2. Select Yes to accept the Not on File bar
code or SKU; you will need to key
additional information to accept the
item.
 Not on file bar codes will require you
key the associated SKU.
 Not on file SKUs will require you to key
a Price and Item Description.
○ To key the description, double-tap the
screen with the stylus and a
keyboard will “pop up” on the screen.
 Press ENT (Enter) to accept the keyed
information.
3. Select No to scan a different bar code for
the item or key an on-file SKU.
INCORRECT KEYING
If you keyed information incorrectly, make
corrections by pressing ESC (Escape) to clear
the entire field or BKSP (Backspace) to clear
the field one character at a time.
Page 17
HAVE A QUESTION? CALL HART CLIENT CARE at 800-252-2818, or EMAIL US AT [email protected]
REVIEW / DELETE TICKETS
1. If you have lost your place in a sticker, or
would like to verify previously scanned
items, refer to the Review Grid, located in
the center of the Scan Bar Code screen.
 You can navigate through the Review
using the Arrow keys on the scanner.
2. To delete a scanned item, locate
the bar code in the Review Grid
using the arrow keys.
3. Highlight the item and press the “Delete
Item” button, on the TouchScreen.
4. Select “Yes” to confirm the deletion by either
pressing the button on the TouchScreen or
highlighting it using the arrows and pressing
ENT (Enter).
Page 18
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INVENTORY PROCEDURES - Con’t
CANCEL STICKER
Press the “Cancel Sticker” button on the
TouchScreen and follow the instructions.
NOTE: You can only cancel the sticker you
are currently scanning. You cannot
cancel a sticker that was “ended”.
END A STICKER
After you have scanned all of the merchandise
for a particular sticker, you must END the
sticker - the scanner will save all of the data
and automatically transmit to Hart.
1. Scan the Hart Sticker again.
2. Select “Yes” to confirm by either
pressing the button on the
TouchScreen or highlighting it using
the arrows and pressing ENT
(Enter).
Page 19
HAVE A QUESTION? CALL HART CLIENT CARE at 800-252-2818, or EMAIL US AT [email protected]
PIECE COUNTS
You will be required to conduct Piece counts on
10% of the stickers in your store.
 After a sticker is ended, the scanner will
prompt the employee to enter a Piece count
(# of units that were scanned for that
sticker). They will need to manually count
the items on that sticker and key the amount
into the scanner.
 If the Piece Count is not correct, you will be
given another opportunity to enter the
correct Piece Count.
 If after the second attempt, the Piece
count still does not match, the sticker
will be cancelled, and must be scanned
again.
NOTE: For every three (3) stickers that have
been cancelled due to an incorrect
Piece Count, a Supervisor password
must be entered into the scanner
(23301).
 If the entry is correct, the sticker will be
ended and the Write On Sticker screen
will be displayed. Write the information
displayed on the scanner screen on to
the actual sticker and select “OK” to
continue.
Page 20
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INVENTORY PROCEDURES - Con’t
DATA TRANSMISSIONS
Once a sticker has been ended, the data is automatically
transmitted to Hart. Once the sticker is completed, place a
section marker over to sticker, to represent it is completed.
Any data scanned while out of range of the access point, will be saved then
automatically transmitted once you are again “in range”.
PENDING TRANSMISSIONS —
VERY IMPORTANT!
When you have sent more than four stickers,
check the indicator at the Scan Hart Sticker
Screen. The “P” indicates the number of
pending sticker transmissions.
If you find that number is not decreasing,
bring the scanner closer to an access
point. If you still cannot transmit, check the
access point.
Page 21
HAVE A QUESTION? CALL HART CLIENT CARE at 800-252-2818, or EMAIL US AT [email protected]
REVIEW PREVIOUS STICKERS SCANNED
The Scan Hart Sticker screen will display the
last six stickers scanned, in the Review Grid,
located in the center of the screen.
CREATE AN “EMPTY” STICKER
If you encounter a stickered fixture for which
there is no merchandise associated with it, you
still need to account for the Hart Sticker.
Perform “START A STICKER” and “END A
STICKER”: Scan the Hart Sticker and then
END it immediately, without scanning any
merchandise. Follow the scanner instructions.
Page 22
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INVENTORY PROCEDURES - Con’t
END EMPLOYEE SCANNING SESSION
When an Employee has completed their
scanning assignments, they should log out
and return the scanner to the Control Desk.
At the Scan Hart Sticker screen press the
Logout button on the TouchScreen to log out,
and the scanner will return to the Enter
Employee ID screen.
NOTE:
If there are stickers in the scanner that
have not yet been transmitted (for example,
Employee is logging out while out of range
of the access point) the scanner must be
brought back into range before the
Employee can log out.
CLOSE OUT SCANNER
If a scanner is not needed again for this
inventory, the scanner must be closed out.
1. From the Enter Employee ID screen, press
the Close Scanner button on the
TouchScreen to close the scanner.
2. Follow the scanner instructions. The
scanner will return to the Scan Hart ID
screen.
Page 23
HAVE A QUESTION? CALL HART CLIENT CARE at 800-252-2818, or EMAIL US AT [email protected]
HOW TO ACCESS REPORTS
 After data has been sent to Hart, it is processed on the Host Computer.
 Throughout your inventory, you can obtain detailed information by viewing various
reports via the Hart web site.
 These reports are very useful in controlling the various aspects of the inventory.
ACCESSING THE REPORTS ONLINE
To access the inventory reports via the web:
1. Log onto www.hartsystems.com.
2. Click on the “Client Login” button
, on the upper right side of the screen.
3. 3. Enter your User Name and Password (both entries must be in lowercase) and
press ENTER or click on the OK button.
 User Name: hx23301
 Password: srce0489
4. Click in the “Enter Store Number” field and enter your store number.
5. Press TAB to advance to the “Enter Password” field.
Enter your store-specific
password and press ENTER or click on the OK button.
 Your Store-specific Password will be provided to you prior to your inventory, via a
flyer found with your inventory equipment and supplies.
6. You will now be connected to the “Inventory Overview” for your store. Your store
number and store name will be displayed on the top. Clicking on any of the underlined
items will “drill-down” to more details in that category.
7. You may access additional reports for your store by clicking on “Additional Reports”,
located at the upper left corner of the screen, and making your selection from the dropdown menu.
8. On the upper right hand side of the report screen is a button to format the report for
printing. Click on this link if you wish to print any of the reports.
9. To exit out of one report, click on the “CLOSE” button at the top of the screen and that
will bring you back to the “Inventory Overview”.
NOTE:
To “Refresh” a report you are currently viewing, simply click on the
button at the top right of the screen.
Page 24
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REPORT DESCRIPTIONS
INVENTORY OVERVIEW
 This report displays a summary of the inventory, which includes the total number of
stickers sent to Hart and the number of Missing and Empty stickers.
 It also displays the total units for the entire store.
 This report will be used at the end of the inventory to fill in information on the Inventory
Control Form.
STICKER SUMMARY
 This report displays the total units scanned on each of the stickers sent to Hart.
 Once all of the stickers have been sent to Hart, this report will display the Total Units in
the entire store.
 Clicking on any sticker number will drill-down to the Sticker Detail Report for that sticker.
MISSING STICKERS
 This is the most important report, since it lists all of the stickers that are Missing (have
not been scanned and Sent to Hart).
 Check the following items on this report:
1. Check that your first and last stickers, keyed via the Hart web site earlier, are
correctly identified in the header of the report, “Hart Sticker Range”. If either one
is not displayed, the sticker range must be re-keyed.
2. All stickers that are listed under the “Missing Stickers” column must be either
scanned or identified as “Not Used”. Process any “Not Used” stickers as
“EmptyStickers”. (See page 22).
Remember:
Any stickers that have been scanned but have not yet been sent to Hart
may still appear as “Missing” on this report; therefore, be certain that all
scanners have transmitted.
EMPTY STICKERS
 This report displays all of the stickers that were scanned as empty.
 An empty sticker is a fixture which contains no merchandise.
 This report is used to check that all fixtures that were scanned as empty are actually
“empty fixtures”.
PRODUCTIVITY
 This report displays the total units scanned and the units per hour for each employee.
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STICKER DETAIL
 This report displays a line-by-line listing of every item on a particular sticker, in the order
in which it was entered.
 This report can be used to ensure that each employee is following the proper scanning
procedures.
 The Sticker Detail report may be viewed on the Hart web site by:
 Viewing the Sticker Summary, then clicking on the selected sticker number, OR
 Selecting Sticker Detail from the Reports Menu, then keying the 4-digit Sticker
Number.
RESCANNED STICKER
 This report lists all of the stickers that were rescanned (scanned more than once).
 The most current scanning of a sticker is always the one that is accepted.
 Clicking on the Date/Time a particular “version” of a sticker will drill-down to the details
of that version of the sticker.
NOTE:
If you see that an employee is continually rescanning stickers, especially if
there are multiple occurrences of the same sticker, you should follow up with
that employee to see if he or she needs additional instruction.
STICKERS BY EMPLOYEE ID
 This report displays the total units and time scanned for each sticker scanned by the
selected employee.
 You will need to enter the Employee ID you would like to review.
ITEM LOCATOR
 This report lists every sticker that a particular item is associated with, including the total
Units and the Employee ID of the employee that scanned it.
 You will need to enter the SKU or UPC you wish to review.
NOT ON FILE REPORT
 This report displays every Not On File SKU and UPC scanned and accepted during the
inventory.
 Not On File SKUs will be displayed with the Price and Description that were keyed
for the item(s).
 Not On File UPCs will be displayed with the valid keyed SKU that was accepted.
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REPORT DESCRIPTIONS - Con’t
CANCELLED STICKER
 Displays every sticker that was Cancelled due to an incorrect piece count, including the
Employee that scanned the sticker, the scanned count, the piece count entered and
the difference.
NOT ON SALES FLOOR REPORT
 This report displays all items scanned in the Stockroom but not scanned on the Sales
Floor.
 When viewing the report via the Hart web site, clicking on the
(“sort”) icon in the
column heading(s) will re-sort the report based on the column selected.
HIGH $ STICKER REPORT
 This report displays the top 25 stickers containing the highest retail value.
 The report displays the sticker number, area, Employee ID, units and total extended
retail.
CLOSE INVENTORY
 This report will display the status, date/time, employee name as well as the phone
number of every instance the inventory was closed.
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CLOSE THE INVENTORY
 Once you have finished scanning all of the merchandise on every fixture in your store
and have sent all of your data to Hart, you can prepare to close the inventory.
 You should review reports via the Hart web site and reconcile your inventory results.
 You should have NO Missing Stickers.
 You should have NO Stickers Outside the Range.
 After you are satisfied that you have accurately inventoried your store, display the
Inventory Overview, via the Hart website.
 From this report, fill in the required information on the Inventory Control Form. This
is your official documentation of this inventory.
You are now ready to Close the Inventory.
 CLOSE THE SCANNERS
 As the inventory is coming to completion and you have confirmed the scanners
contain no PENDING data, you may start to close the scanners.
 Before closing the scanners, make sure that you have:
○ Finished scanning all of the merchandise on every fixture in your store,
○ Confirmed there is no Pending data in the scanners
(“P” on screen),
○ Verified there are NO Missing Stickers,
○ Verified there are NO Stickers outside the Range.
Continued . . .
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HAVE A QUESTION? CALL HART CLIENT CARE at 800-252-2818, or EMAIL US AT [email protected]
CLOSE THE INVENTORY - Con’t
 CLOSE THE INVENTORY
 When you have verified that the inventory has been completed, you may close the
inventory - via the Hart website.
1. Select Inventory Functions on the Overview screen and click on CLOSE
INVENTORY.
2. Follow the instructions and prompts that are displayed.
○ If there are any Missing Stickers, or Stickers Outside the Range, a message
will be displayed informing you that one or more of the above conditions exist.
○ Click the “Close” button at the top right corner and you will return to the
Inventory Overview. You must resolve these issues before you may
close the inventory. Contact Hart Client Care for assistance.
3. Once the close inventory process has been completed, click the refresh button
on the Inventory Overview and the inventory status will be displayed as Finished
and your Inventory Close Confirmation Number for the inventory will be available.
4. Write the Inventory Close Confirmation Number on the Inventory Control Form.
Page 29
HAVE A QUESTION? CALL HART CLIENT CARE at 800-252-2818, or EMAIL US AT [email protected]
DOWNLOAD INVENTORY COUNT/IMPORT FILES
 Once the inventory has been closed, the inventory data must be downloaded from the
Hart website, then imported into the store’s SOS system to apply the results.
 DOWNLOAD INVENTORY COUNTS
1. Follow the instructions for accessing the Hart website and on-demand reporting, as
outlined on page 18 of this manual.
2. From the Inventory Overview, click on Download Inventory Counts and a “pop-up”
window (“Save As”) will open.
3. Select Save To Disk, and a directory of your computer will open in a “pop-up” box.
NOTE: You will not actually use a disk. The file will be saved to a folder on your
in-store computer (c:\Windows\SUA\usr\lib\sos).
4. In the “File Name” field, type in the following (type EXACTLY as shown below):
c:\Windows\SUA\usr\lib\sos\count.dat
5. Click Save.
Continued . . .
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HAVE A QUESTION? CALL HART CLIENT CARE at 800-252-2818, or EMAIL US AT [email protected]
DOWNLOAD INVENTORY COUNT/IMPORT FILES - Con’t
 LOADING AND APPLYING THE COUNTS ON THE STORE SYSTEM
1. In the SOS inventory program, select Option 3 - Apply Scanned Inventory
Counts.
Select Option #3 to
view or apply the
uploaded counts.
2. This will convert the file for use by the program and list it as “count.000”. The file
can now be viewed or applied to the counting deck.
3. Once the counts have been applied, you can verify them by selection Option 4 Enter Deck Counts Data, or by selection Option 7 - Print Preliminary Tilt List Report.
4. Complete the line listings as per a normal inventory, lock the files, create a transmit
file and send it to Barrie (Option 9).
NOTE: Don’t forget to print off the final summary after transmitting as this step will
update the on hand quantities in your store’s local stock file.
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HAVE A QUESTION? CALL HART CLIENT CARE at 800-252-2818, or EMAIL US AT [email protected]
SHIP EQUIPMENT
 Do NOT write on any of the original Hart boxes.
 Before packing the boxes, remove and read the shipping instructions. The Shipping
Instructions are in a clear envelope, affixed to the inside flap of Box U.
 All of the equipment will be shipped in the original boxes.
 Apply the shipping labels to the covers of the two boxes, as specified in the Shipping
Instructions.
 First, place the Access Point(s) and cables back in the foam.
 Second, place the removable scanner foam insert into the box.
 Third, place the scanners into the foam cavities.
 Fourth, place any paperwork in the box.
 Finally, remember to include all batteries, whether used (“discarded”) or
unused
and
chargers.
Place
the
batteries
in
the
plastic
bag(s) provided and place with the equipment.
 Tape up the boxes.
 Refer to your shipping instructions for more information.
 It is very important that the equipment is shipped or carried to the next store or
shipped back to Hart Systems, according to the agreed upon shipping schedule.
If you have any questions regarding the shipping of the equipment, please
contact Hart Client Care at (800) 252-2818 or (631) 439-8200.
 Be sure to retain your copies of the shipping receipts OR record your tracking
numbers, before the equipment has been shipped back to Hart. You may need to
refer to them at a later time to provide proof of shipment.
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HAVE A QUESTION? CALL HART CLIENT CARE at 800-252-2818, or EMAIL US AT [email protected]
TRAINING GUIDE
When a scanner is set for “Training” mode, the stickers and merchandise bar
codes scanned or keyed will NOT be included on any reports or other output.
If you do choose Training Mode, you must take the scanner out of Training
mode before live scanning is to begin. This will ensure data scanned is not
lost.
1. From the Enter Employee ID screen, press
the Menu button, on the TouchScreen,
and a sub-menu will appear.
2. From the sub-menu, press Training Mode
or highlight the option using the arrow keys
and press ENT (Enter).
3. The scanner will display a warning:
a. Press Yes to enter Training mode. The
“***Training***” Enter Employee ID
screen will be displayed.
b. Press No to exit and return to the Enter
Employee ID screen.
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HAVE A QUESTION? CALL HART CLIENT CARE at 800-252-2818, or EMAIL US AT [email protected]
4. Key your 6 Digit ID and press ENT (Enter).
The “***Training***” Scan Hart Sticker
screen will be displayed.
NOTE:
In addition to displaying “***Training***” at
the bottom of the screen, the screen color
will change from blue (“Regular” mode) to
orange (“Training” mode).
5. Scan any Hart Sticker.
a. The scanner will display another warning,
indicating that you are scanning in
Training mode and that no data will be
saved/sent.
b. Press ENT (Enter) to continue.
6. From this point, you may scan merchandise
bar codes and proceed with Training.
Any stickers and merchandise scanned
while the scanner is set for Training
mode, will not be saved or transmitted.
Page 34
HAVE A QUESTION? CALL HART CLIENT CARE at 800-252-2818, or EMAIL US AT [email protected]
TRAINING GUIDE - Con’t
7. End the sticker and the ***Training*** write
on sticker screen will be displayed.
8. Press the OK button on the TouchScreen
and the scanner will return to the
***Training*** Scan Sticker screen.
TO EXIT TRAINING MODE:
1. Press
to bring up the menu.
2. From the ***Training*** Scan Hart Sticker
screen, press the Menu button and a submenu will appear.
3. From the sub-menu, press Training Mode.
4. The scanner will return to a Scan Hart
Sticker screen, in Regular mode.
Page 35
HAVE A QUESTION? CALL HART CLIENT CARE at 800-252-2818, or EMAIL US AT [email protected]
Store managers should schedule a pre-inventory meeting to review Physical Inventory
procedures with the employees who will be scanning.
BEFORE TRAINING:
 Make sure that all of the scanners have been set up.
 Become very familiar with the scanner and its functions.
 Place the Hart Fixture Stickers on all of the fixtures to be counted.
TRAINING:
 Assemble all of the scanning employees together and give the following materials to
each of them:
 Copy of the Employee Quick Reference Guide
 Scanner
 A few sheets of red flags
 Pen
THE TRAINING SESSION SHOULD TAKE ABOUT 15-20 MINUTES.
DISCUSSION POINTS:
 The Hart Fixture Stickers placed throughout the store, represent individual fixtures, or
sections of merchandise to be counted.
 Explain how the stickers were placed on the fixtures throughout the store. use
specific examples and show the differences between how the stickers were placed
on the shelves, racks, and other areas.
 When beginning a new section (an aisle, for instance), begin at the far left and work
from top to bottom, left to right.
 The Hart Fixture Stickers are consecutively numbered and, if scanned in order, the
scanner will inform you if you have skipped one sticker while scanning (if you skip
more than one, there will be no message).
 When scanning a sticker, it is important to know where the sticker begins and ends
(that is, which merchandise associated with that sticker). The sticker is placed as close
to the first piece of merchandise as possible and it ends at the next Hart Fixture Sticker.
You should take a step back before scanning the sticker to identify where the sticker
begins and where it ends.
Page 36
HAVE A QUESTION? CALL HART CLIENT CARE at 800-252-2818, or EMAIL US AT [email protected]
TRAINING GUIDE - Con’t
 The SCANNING PROCEDURE is as follows:
1. Scan the Hart Fixture Sticker.
2. Scan the bar code on the merchandise ticket (the number may also be keyed if
the bar code can’t be scanned).
3. Scan all the merchandise on the fixture.
4. End the sticker by scanning it again.
5. When directed, manually count the merchandise on the fixture, and key the total
“Piece Count” into the scanner.
6. Write the information displayed on the screen onto the Hart Fixture Sticker (the
scanner will display this information).
7. Place a red flag on the sticker, covering the bar code, to show that it has been
counted.
8. Move on to the next sticker.
 The scanner normally makes a simple “beep” when you scan a bar code or key-enter
information. If you hear any sound other than a simple “beep”, it means “Look at
the scanner screen and follow the instructions”. There are several different
messages that you may see, and they should all be clear and easy to understand.
 You may scan each item individually without pressing the “Enter” key after each
entry.
 The scanner will inform you if the Battery is Low. If you receive a Low Battery
message, finish the sticker you are working on and then bring the scanner to a
supervisor. The data will then be sent to Hart, and the battery will be changed.
 A re-scanned sticker will completely replace the original scanned version of that
sticker. The date and time is set into every scanner. When a sticker is rescanned, the
first scanning of the sticker will be ignored by the system and the second scanning will
be used. If a sticker is ended and then you realize that you made an error, simply rescan the sticker and all of the merchandise. When you re-scan a sticker, you may
use any scanner.
 The goal of the inventory is to count all of the merchandise in the store. If you see an
area of merchandise that does not have a sticker placed on it, let the Supervisor
know.
Page 37
HAVE A QUESTION? CALL HART CLIENT CARE at 800-252-2818, or EMAIL US AT [email protected]
 If a bar code cannot be scanned (the scanner will not read the bar code or the bar
code is rejected as “Not Valid”), try to manually key-enter the SKU or UPC using the
scanner keypad.
 If an item still cannot be scanned OR keyed in to the scanner, (no ticket, invalid
number, etc.), it should be placed on the side. After the current sticker is ENDED,
bring the merchandise on the side to the Research Area (explain where this area is ) to
be investigated later. Do not stop scanning to research these items.
Does Anyone have any questions?
The training session has been completed.
It’s now time to give the employees their scanning assignments.
Remember, if you have any questions at any time, please do not hesitate to
contact Hart Client Care. They are available
24 hours a day, 7 days a week, and are standing by to assist you in any way
they can.
Call us at:
(800) 252-2818
Or E-mail us at:
[email protected]
Page 38
HAVE A QUESTION? CALL HART CLIENT CARE at 800-252-2818, or EMAIL US AT [email protected]
SYSTEM
FOR
EXHIBITS
TIPS/TROUBLESHOOTING
TRAINING STICKERS
INVENTORY SPECIFICATIONS
CONTACTING HART CLIENT CARE
TIPS/TROUBLESHOOTING
PROBLEM/QUESTION
SOLUTION
Can I use the touch screen to Yes, you can use the touch
answer
Window’s
pop-up screen or the ENT button to
messages?
answer Window’s messages.
What if the Internet is not
updating after sending data.
1. Check the access point, it
is
possible
it
was
disconnected.
The scanner is in alpha mode.
Press the “Alpha” button until
I’m trying to enter quantity, but
a “1” in the bottom right of the
the scanner says “Please Enter
scanner screen appears. Refer
Numbers only.”
to the Alpha-Numeric indicator
box on page 11 of this guide.
How do I know if a scanner has The “P” will indicate pending
transmitted successfully?
transmissions, if any.
I’m trying to scan a UPC, and
Don’t scan too close to the bar
cant get a read even though I’m
code. The Imager works best 4putting the imager close to the
6 inches from the product.
bar code.
EXHIBIT A
Copyright 2014 by Hart Systems, LLC
TRAINING STICKERS
Copyright 2014 by Hart Systems, LLC
INVENTORY SPECIFICATIONS
BAR CODES
UPC A – Can be scanned or keyed and must be 12 digits in
length.
EAN 13 – Can be scanned or keyed and must be 13 digits in
length.
Multiple quantities are allowed for ALL merchandise in your
store. The maximum quantity allowed is 999.
QUANTITY
NOT ON FILE
PIECE COUNTS
Quantities of 100 or more, as well as any same, double-digit
quantities (11, 22, 33, 144) will require a re-key with 2
successive matches in order to be accepted.
Not on File bar codes will not be accepted. If a scanned bar
code is not on file, the scanner will display a message
indicating it is “Not On Master File” and instruct the employee
to move it to the Research Area.
You will be required to conduct Piece Counts on 10% of the
stickers in your store. The system will randomly select the
stickers that are to be Piece Counted and will alert you when
the Hart Sticker has been scanned to end the sticker.
After an incorrect Piece Count has been entered for 3 stickers
within a “session”, a password will be required.
The
password is 23301.
REVIEW
STICKERS
SCANNED
At any time during the inventory, you can check to see what
fixtures have been scanned in each scanner.
At a blank “SCAN HART STICKER” screen, all stickers
scanned by the employee will display in the “grid” on the
screen.
This form is the official documentation of this inventory.
INVENTORY
Make sure that it is completed with the most current
Follow the
CONTROL FORM information at the END of the inventory.
instructions printed on the form.
EXHIBIT C
Copyright 2014 by Hart Systems, LLC
CONTACTING HART CLIENT CARE
IF YOU HAVE ANY QUESTIONS,
CONTACT THE HART SYSTEMS
CLIENT CARE.
(800) 252-2818
OR
(631) 439-8200
Our Client Care Staff may be reached by calling the above
numbers.

If your call is answered by our Receptionist, please ask
for “Hart Client Care”.

If your call is answered by our Automated System,
please Enter “1” for “Hart Client Care”.
You may also contact Hart Client Care via e-mail:
[email protected]
When sending an email, please remember to include your:





Company Name
Store Location #
Personal Name
Phone Number, and
A Brief Message, describing your question or issue.
Hart Client Care will respond to your email within 10 minutes.
AUXILIARY HART CLIENT CARE NUMBER
If for any reason our primary Hart Client Care Number is not
working, please use our Cellular Phone number to reach Hart
Client Care. This number is 516-639-3103.
EXHIBIT D
Copyright 2014 by Hart Systems, LLC